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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (109220)	9/3/2000 9:50:19 AM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Kash, You summed it up pretty concisely! Scumbria

To: kash johal who wrote (109220)	9/3/2000 3:07:28 PM
From: Tony Viola	Respond to of 186894

Kash, once Xeon got out into the market place, it's been extremely successful and reliable, for Intel and the OEMs. The OEMs will remember that when they evaluate any alternative vendors' CPU chips. Didn't Intel screw up the 4 way zeon servers. Leaving market open to compaq to dominate as they had their own chipsets. Compaq worked with Corollary (later bought by Intel) and Intel on the 8-way chipset design. I don't believe Compaq completely "owns" any 8-way chipset design. Dell doesn't do heavy duty design. That's their company model. Compaq does. Nobody's gonna want 1.5Ghz mustangs with 1-2Mb cache with ldt etc etc with high speed DDR memory. These are only paper, or foils so far. Also, I've seen that the 2 Meg cache is a "maybe" for AMD. 1 MB is not enough, need 2. Tony